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Disclosery

ASSETMARK, INC: BBJP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSETMARK, INC on BBJP, newest first. How the timeline and the estimate are built.

ASSETMARK, INC held 12,797 BBJP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,797 shares
    Change vs previous 13F -1,541 shares

    <0.01% of the 13F portfolio, value $963,728.

    13F-HR 0001344551-26-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,338 shares
    Change vs previous 13F +139 shares

    <0.01% of the 13F portfolio, value $987,997.

    13F-HR 0001344551-26-000005 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,199 shares
    Change vs previous 13F -98,808 shares

    <0.01% of the 13F portfolio, value $935,823.

    13F-HR 0001344551-26-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 113,007 shares
    Change vs previous 13F -6,049 shares

    0.02% of the 13F portfolio, value $7,494,612.

    13F-HR 0001344551-25-000014 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 119,056 shares
    Change vs previous 13F +9,653 shares

    0.02% of the 13F portfolio, value $7,355,268.

    13F-HR 0001344551-25-000012 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 109,403 shares
    Change vs previous 13F -9,927 shares

    0.02% of the 13F portfolio, value $6,140,790.

    13F-HR 0001344551-25-000008 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 119,330 shares
    Change vs previous 13F +119,178 shares

    0.02% of the 13F portfolio, value $6,550,024.

    13F-HR 0001344551-25-000003 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 152 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,011.

    13F-HR 0001344551-24-000009 filed by ASSETMARK, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).